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BY TEAM

Marketing, Sales, Product, Operations, IT, HR

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Sales
Product
Operations
IT
HR

BY SIZE

Enterprises, SMB, Startup

Enterprises
SMB
Startup

BY INDUSTRY

Retail, Construction, Manufacturing, Services & Agencies, Logistics & Distribution, Hospitality & F&B

Retail
Construction
Manufacturing
Services & Agencies
Logistics & Distribution
Hospitality & F&B

View By Industry

Why teams choose Upbooks Solutions

A unified platform that connects your work, data, and decisions

Integrations

Connect tools and channels for a single source of truth across teams.

Automations

Eliminate repetitive work with rules and workflows that scale.

Analytics

Measure outcomes across channels with advanced dashboards.

How it works

Pick solutions, connect apps, automate work — measure results

Choose solutions

Start with team/size/industry solutions that match your needs.

Connect & automate

Integrate your tools and set up automations for hand‑offs.

Track outcomes

Dashboards show performance by channel, process, and team.

Integrations & API

Plug into your stack — CRM, finance, marketing, IT, and more

Explore Integrations →

Shopify

Google

Stripe

Slack

Xero

Zapier

Own the numbers behind every campaign—budget, spend, and revenue impact—in the same system as your finance team.

Quote, close, invoice, and get paid without switching tools. Leads, deals, proposals, orders, and receivables in one place.

One source of truth for what you sell, what it costs, and what you earn—with reports that product and finance both trust.

Purchase, stock, orders, and payments in one place so operations and finance always work from the same numbers.

Centralize software spend, vendor payments, and internal billing with clear audit trails and tax compliance.

Payroll, leave, expenses, and org structure in the same system as finance—so people cost and business numbers always match.

Multi-branch, multi-warehouse, cost center, profit center. Chart of accounts, ledger, and group-level reporting in one place.

Send professional invoices with correct tax and bank details, track payments and receivables, and run expense categories and vendor payments from one place.

Create proposals and invoices quickly, track leads and deals, and record expenses and payments in one place. No spreadsheets for core finance.

Manage products and categories, set prices and taxes, and raise invoices or receipts quickly. Track inventory across warehouses and branches.

Create projects and tasks for sites and phases. Issue contracts and track milestones. Raise invoices by project or phase and record payments.

Manufacturing & Wholesale

Place and track purchase orders for raw materials and parts. Manage warehouses and stock for multiple locations. Record sales by product and category.

Services & Agencies

Send proposals and convert them to orders and invoices. Use services and products for hourly, project, or retainer billing. Track projects and tasks for delivery and resourcing.

Logistics & Distribution

Track orders from placement to fulfillment. Use warehouses and branches for depots and hubs. Record shipments and link them to invoices and payments.

Hospitality & F&B

Manage products and categories (food, beverage, events). Use branches or sites for multiple outlets. Invoicing with correct tax (GST/VAT) and payment methods keeps billing and compliance simple.

Frequently asked

Can I mix solutions across teams?

Yes. Select any combination (e.g., Sales + HR) and manage them in one workspace.

Do solutions include analytics?

All solutions include dashboards and reports; advanced analytics are available.

How does pricing work?

Pricing scales by team size and features. See the pricing page or contact sales.

Is there support for integrations?

Yes. We support native integrations and API access for custom connections.

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